Investment Operations Assistant

Employer
Morris Financial Concepts, Inc.
Location
29464, Mount Pleasant
Salary
Starting around $45k per year plus benefits.
Closing date
Dec 22, 2021

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Job Role
Customer / Client Support Specialist
Employment Type
Full Time
Level
Entry Level
Experience Level
None
CFP® Certification
Not necessary
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Investment Operations Assistant Needed for Growing and Reputable Financial Planning Firm

Morris Financial Concepts is a strong, growing, independent, fee-only financial planning firm located in Mount Pleasant, SC.  We are passionate about providing our clients with a high level of service and developing strategies to help realize their life goals in such a way that aligns both their financial resources and their personal values.

We are seeking a full-time investment operations assistant to help us provide the highest level of service to our clients.  This individual will be responsible for but not limited to:  providing client service through investment account maintenance (account openings / closings / transfers – not necessarily trading) and processing money movement request (checks, wires, EFT’s, etc.) from investment accounts. Additionally, this individual will manage internal investment systems and processes including quarterly reports to clients and reviewing alerts on the custodial systems.

The ideal candidate will have 1-3 years experience in any of the following fields: RIA firms, broker/dealers, financial custodian operations, accounting, or banking. The perfect individual for this role will also be well-organized, a quick learner, embrace a high standard for attention to detail and follow-through, possess the ability to multi-task, demonstrate strong analytic skills, be a strong communicator in both written and verbal formats, and highly self-motivated. 

We require applicants hold a college degree from an accredited university and expect our hire to acquire the Series 65 designation within 6 months of their start date. Investment management experience and knowledge of custodial platforms particularly Schwab and Fidelity is helpful.

The full-time position is available immediately.  Office hours are 8:30 a.m. to 5:00 p.m. Monday through Friday.  Benefits include:  health insurance reimbursement, retirement plan participation and match, 11-12 paid holidays, a flexible vacation policy, phone and internet coverage, continuing education support and a great group of fun and supportive co-workers.

For more information about Morris Financial Concepts please visit www.mfcplanners.com

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